Summary
Work History
Education
Skills
Work Availability
Quote
Timeline
OfficeManager

Trevor Boretto

SF Bay Area,CA

Summary

Experienced business operations specialist with demonstrated history of working alongside notable tech and financial sector organizations (excellent entrepreneurship exemplar)

Skilled in Market Research, Business Development, Organizational Development, Legal Compliance, Data Analysis, Content Management, Mobile Application Development, Financial Management, Risk Quality Assurance, Employee Relations, Product Innovation and Diversity Inclusion Best Practice.

Strong education professional with Master's Industrial-Organizational Psychology pursuant in addition to multiple other prestigious academic institutions. Highly motivated future SIOP member credentialing from major universities.

Outstanding dedication to wealth generation, occupational talent, and enrichment for hiring practice standards and business communications. Professional organizational development practitioner with work history demonstrating commitment to enduring improvements in human capital and social equity of pioneering industry leaders.

Work History

Financial Advisor

New York Life Investments
, CA
  • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
  • Guided clients through compiling important financial histories and documentation for evaluation.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.

Account Relationship Manager

Workday
, CA
  • Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
  • Generated new business and referral clients in partnership with financial exponents and internal employee network
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Worked with clients to address and respond to client and partnership management opportunities.
  • Applied data, insights and partner objectives in collaborative development of business plans, annual marketing plans and marketing channel test plans.
  • Operated in self-directed environment with minimal input to solve problems and implement resolutions.
  • Developed summaries to assess each client's participation level and determine targets for follow-up plans.

Operations Specialist, Training & Development

TikTok
San Francisco, CA
  • Analyzed and reported social media content management to integral stakeholders and employee peer teams for coordinated efforts.
  • Assisted various departments with change by communicating new improvement strategy and expectations.
  • Employed job analysis in accordance with principles of instructional design to create effective training programs.
  • Mentored new hires, resulting in stronger staff development and increased productivity.
  • Identified company objectives by analyzing feedback, observing human capital and daily operations business.(learning engagement aptitude)
  • Performed continuous evaluations of business content and plans in order to enhance delivery and improve effectiveness.

Talent Development Recruitment

Salesforce
, California
  • Tracked key dates and deadlines and maintained specific personnel lists.
  • Followed up with leads to explain application process and answered questions to increase interest and to convey qualification potential
  • Supported management in developing and implementing personnel policies and procedures
  • Incorporated ideas, input and content for key recruitment and outreach guides for social media and online usage
  • Reduced expenses by analyzing compensation policies and implementing competitive programs while ensuring adherence to legal requirements
  • Hired employees and initiated new hire paperwork process and training enrollment coordination
  • Advocated for employee staff, helping to identify and resolve commonly addressed challenges

Commercial Operations Manager

Bloom Energy
, CA
  • Devised processes to boost long-term business success and increase profit levels.
  • Helped build and review master service agreements for work eligibility.
  • Partnered with vendors and suppliers to effectively manage and budget.
  • Set, enforced and optimized internal policies to maintain responsiveness to demands.
  • Advanced productivity KPIs by leading trainings on procedures and safety practices.
  • Collaborated with process owners to refine procedures, devise best practices and correct quality audit findings.
  • Generated and developed leads, using networking and contract negotiations to acquire new in-group clients.
  • Identified and resolved unauthorized or ineffective practices for commercial utilization metrics

Clinical Director

Google
, CA
  • Interacted effectively with staff by using active listening and interpersonal skills for best practice learning
  • Implemented ongoing learning strategies such as tutorials, instructional modules, and supervised learning lessons to enable employees and executive management to improve understanding of best practices for HR team groups
  • Facilitated hiring of qualified HR Functions personnel interviewing (+) applicants and making recommendations for employment placement cross-integrated training
  • Forecasted expected personnel demands and developed forward-thinking approaches to achieve business policy talent developmental objectives.
  • Collaborated with legal and compliance teams to review paperwork, obtain feedback and procure available information for relevant training processes.
  • Mentored and trained newly hired employees so that each understood job responsibilities and requirements of positions and expectations.

Staff Analyst

CalCareers
Sacramento, CA
  • Educated staff on organizational mission and goals to help employees achieve success.
  • Managed multiple deadlines simultaneously while remaining organized and focused.
  • Supported departmental communication and training program development and implementation.
  • Exhibited source-level knowledge of regulations, processes and implementation deadlines.
  • Evaluated diverse organizational systems to identify workflow, communication and resource utilization issues.
  • Reviewed internal systems and organized training plans to address areas in need of improvement.
  • Created and optimized records management strategies to coordinate and protect information.
  • Generated reports detailing findings and recommendations.

Business Operations Analyst

V3 Electric
, CA
  • Integrated problem-solving skills to analyze and resolve issues impacting business operations and goal achievement
  • Utilized Salesforce CRM to conduct operations analyses to improve internal performance standards and reporting methods
  • Supported and managed sales development pipeline process by completing milestone approval procedure
  • Evaluate customer profiles to ensure accuracy of reporting documentation in alignment with quality assurance
  • Capitalized key strategic actionable insights through leveraging customer reporting methods and data-derived qualitative factors
  • Analyzed and coordinated functional and organizational activities through cross-functional teams
  • Assessed business processes and identified ways to boost improvement.

Patient Care Coordinator

Kaiser Permanente
Northern California, CA
  • Met with patients to discuss care and plan of action for future.
  • Supported patient care excellence via planning and interpretation of programs.
  • Reviewed each step of patient care and made proactive adjustments to avert issues.
  • Utilized knowledge of available resources to help patients select appropriate courses and obtain relevant support.
  • Assisted patients in understanding individual rights and responsibilities in regards to care, coverage and payment.
  • Resolved problems with areas such as communication and billing that could negatively impact services.
  • Performed in advisory resource capacity by providing patient and family care expertise.

Buyer Associate

CarMax
, CA
  • Maintained timely product deliveries by effectively communicating with merchants and distribution center.
  • Prepared in-depth reports regarding orders, sales and costs and distributed weekly to appropriate management staff.
  • Monitored and analyzed sales records, trends or economic conditions to anticipate consumer buying patterns and determine suitable type and quantity of company inventory items.
  • Interacted with vendors, store managers and other stakeholders (supply network) to maintain on-time deliveries.
  • Demonstrated respect, friendliness and willingness to help wherever needed to ensure quality management standards
  • Understand key strategic rationale as it pertained to fiscal best practice and company policy adherence

Training & Development Assistant

IBM
, CA
  • Quickly adapted training plans for client needs, keeping timelines, budgets and process desires in mind.
  • Tracked attendance and progress against goals for each participant (compiled group learning cohort)
  • Monitored participant workflow and behaviors throughout training process.
  • Employed job analysis protocol in accordance with principles of instructional design to create effective training programs.
  • Identified and solved internal problems related to employee turnover by revamping training approaches and methodology.
  • Prioritized results-driven training sessions with key management stakeholders with alignment of enterprise product offerings (Tableau-Bluemix-Cognos) for developmental employee learning quota

Growth Marketing Specialist

Tesla
, California
  • Planned marketing initiatives and leveraged referral networks to promote business development.
  • Developed technical and non-technical marketing presentations, public relations campaigns, articles and newsletters.
  • Maximized advertising efforts by developing content for media relations, corporate communications and social media posts.
  • Created documentation outlining research findings for use by project managers, customers and other marketing staff to make accurate decisions about future plans.
  • Strengthened marketing programs to capture new business and take advantage of changing trends in client markets.
  • Monitored trends in social media, industry and competitive landscape to create new material.
  • Bolstered revenue potential by promoting and facilitating opportunities to establish guest relations and boost client retention.
  • Maintained high level of understanding of industry standards and trends.

FINTECH E4

Aldila
California, CA
  • Utilized extensive background knowledge and expertise in engineering methodologies to solve business problems according to schedule.
  • Maintained strict adherence to guidelines and regulations, verifying safety and protective procedures.
  • Provided insights regarding near-term, mid-range and long-term opportunities business opportunities.
  • Increased operational efficiency by developing improved filing systems for confidential client records and reports.
  • Sourced initial funding to get business up and running while planning initial structure and strategic partnerships
  • Assessed supplier quality to maintain tight cost controls and maximize business operational performance.

Insurance Representative Business Claims

Liberty Mutual
, CA
  • Utilized appropriate cost containment techniques to reduce overall claim costs.
  • Reported policy changes and company conditions affecting customer satisfaction.
  • Modeled exceptional customer service skills and appropriate diagnostic sales techniques to team members.
  • Prepared insurance claim forms or related documents and reviewed for completeness.
  • Generated, posted and attached information to claim files.
  • Checked business documentation for accuracy and validity on updated systems for liability coverage compliance
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.

Assistant Director of Communications

American Property Management
, CA
  • Implemented policies and guidelines that governed content accuracy and branding standards.
  • Established and maintained relationships with mainstream, tech and industry news organizations and stakeholders to support communications objectives.
  • Managed media relations and campaigns to address public communications with regards to opportune situations.
  • Initiated and developed calendar for story ideas and publication planning based on business priorities and accomplishments.
  • Contributed to significant policy and corporate culture updates by writing internal manuals and publications.
  • Managed communications with external and internal stakeholders across entire media lifecycle.
  • Listened carefully to each coworker and management team member; conveying integral content regarding external media communications coordination.

Customer Care Coordinator

Lennar
, CA
  • Achieved long-term business objectives by analyzing customer feedback for process improvements.
  • Led process improvement and problem-solving efforts to create standard procedures and escalation policy for customer support team.
  • Coordinated timely responses to online customer communication and researched complex issues.
  • Updated customer accounts and system database with latest details to support accuracy and efficiency in future interactions.
  • Built long-term, loyal customer relations by providing top-notch service and detailed order, account and service information.
  • Created customer profiles by answering questions and providing tailored experiences based on interests and agendas.
  • Developed client rapport by promptly processing requests while succeeding at achieving common resolutions.

Corporate Intern (Career & Compliance Relations)

Pacific Office Automation
, CA
  • Accomplished tasks according to direction and instructions.
  • Conducted quality assurance and performance audits.
  • Gathered and examined information from multiple sources.
  • Maintained overall safe work environment with employee training programs and enforcement of safety procedures.
  • Educated staff on organizational mission and goals to help employees achieve success.
  • Frequently inspected production areas to verify proper performance deliverables with logistics and receiving department (QA)
  • Coached staff on daily performance and conducted evaluations to constructively address concerns.

Talent Leadership & Neurodiverse [ABA Behaviorist]

Microsoft
, CA
  • Completed talent acquisition and management for internal and external placements.
  • Developed contacts with individuals and organizations, applying effective strategies and techniques to promote client success.
  • Negotiated with managers, promoters and leadership officials regarding client contractual rights and obligations.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Developed and maintained courteous and effective working relationships.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Used Microsoft Word and other software tools to create documents and other communications.
  • Exceeded goals through effective task prioritization and great work ethic.

Employee Labor Relations - Regulations Training

H&R Block
, CA
  • Derived training programs to strengthen investigatory skills, legal understanding and motivational strategies for corporate talent assurance stakeholders.
  • Developed performance metrics and dashboard interfaces to keep track of internal benchmarking and progress against achievable collaborative goals.
  • Delivered team member services and customized employee programs focused on optimizing labor relations and external communications.
  • Enhanced and redefined organizational structure to maintain business owner confidence to refine competitive edge and tax compliance incentives.
  • Conducted thorough investigations of business owner activities to identify and target operational and behavioral discrepancies for payroll assurance improvement and client modifications of recommended strategic oversight.
  • Improved office efficiency by effectively managing internal communications and correspondence.

Financial Services Consultant

Wells Fargo Advisors
, CA
  • Meet with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Performed due diligence and valuation processes.
  • Expanded customer base through community outreach and strategic business partnerships.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Developed and implemented performance improvement strategies and plans to promote continuous advancement.
  • Overseen daily operations to ensure high levels of productivity and efficiency.
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.

CEO / Founder

Carmor
, CA
  • Proprietary nanocoating technology proprietary formulated for specialized automotive application
  • Online marketing (social media and detailing forums)
  • Performed market research and solicited customer feedback
  • Utilized e-commerce analytic tools for CRM and site optimization purposes
  • Implemented and managed product development processes (conception, sourcing, pricing, strategic positioning)
  • Proactively maintained presence on automotive detailing forums
  • Prepared organization for forecasted demand levels through effective operational planning
  • Cultivated forward-thinking, inclusive and performance-oriented business practice to pioneer industry innovation and augment actionable progress.

Recruitment Specialist

Impark
, California
  • Hired employees and initiated new hire paperwork process.
  • Promptly corresponded with applicants and coordinated and conducted interviews.
  • Generated specific candidate pool for career opportunities through strategic placement of advertisements, evaluation of applicant credentials, and conducting initial interviews and pre-screening assessments.
  • Supported management in developing and implementing personnel policies and procedures.
  • Explained human resources policies, procedures, laws, standards and regulations to each employee.
  • Evaluated strengths and weaknesses of candidates through effective screening processes.
  • Facilitated new employee orientations to foster positive team attitude.

Financial Advisor Representative

Ameriprise Financial
, California
  • Created business plan and identified target customers by interacting on phone and email procurement, handling basic inquiries and providing value planning options.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Expanded customer base for organization through financial community outreach facilitation and strategic business partnerships
  • Guided clients through compiling important financial histories and documentation for evaluation.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Recruited, trained and mentored financial and support associates to generate ideas, share knowledge and commit to building successful company IQ quotient

Client Advisor and Analyst

JVM Lending
, CA
  • Informed and suggested new banking investment products to customers.
  • Opened new accounts according to establish policy, guidelines, and stipulations
  • Assessed client's viability for financial services and facilitated closings and referrals.
  • Managed customer requests while mitigating potential risk to firm
  • Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and related financial products
  • Expanded customer base through community outreach and strategic business partnerships.
  • Guided clients through compiling important financial histories and documentation for evaluation.

HR Projects and Planning Coordinator / Analyst

Daimler
  • Managed filing systems for electronic and hard copy documents to keep organized records.
  • Aided colleagues, managers and customers through regular communication and assistance.
  • Resolved employment-related disputes through proactive communication.
  • Tracked project and team member performance closely to quickly intervene in mistakes or delays.
  • Maintained open communication by presenting regular updates on project status to customers.
  • Improved operations through consistent hard work and dedication.
  • Used coordination and planning skills to achieve results according to schedule.
  • Entered and maintained departmental records in company database.

Client Services Representative

Canyon Lakes Golf Course & Brewery
, CA
  • Provided client services using CRM and POS systems
  • Developed professional relationships with patrons
  • Answered telephone and in-person inquires regarding membership and tee time availability
  • Managed pro shop inventory and cash management
  • Assisted management with tournament and event operations
  • Recommended products to customers, thoroughly explaining details.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy and resolving problems swiftly.
  • Provided excellent customer care by responding to requests, assisting with merchandise selection

Sales Operations Consultant

Golfsmith
, CA
  • Used in-depth product knowledge to educate customers
  • Initiated and maintained relationships with customers
  • Utilized sales training to guide customer purchasing decisions
  • Operated POS and phone systems
  • Performed store transfers and custom ordering
  • Used consultative sales approach to understand customer needs and recommend relevant offerings.
  • Increased profitability and consumer development by leveraging multiple customer service strategies and distribution methods.
  • Effectively sold significant overstock of inventory, reducing overhead and improving cash flow.

Warehouse (Process Supervisor)

Dealer Tire
, CA
  • Met environmentally controlled warehouse operational needs through strategic oversight and resource allocation.
  • Evaluated supplies and product inventory to meet quality and quantity assurance standards while exceeding operating demand quota
  • Kept documentation and records accurate and up-to-date with latest data to prevent errors in processing or delivery.
  • Maintained strong vendor connections by arranging pricing and delivery structures and managing specific shipment or paperwork concerns.
  • Completed timely and accurate daily logs to keep internal reporting accurate and track product logistics.
  • Built motivated warehouse team to consistently accomplish operations goals and exceed performance targets.

Marketing Intern

Peregrine School
, CA
  • Performed market research centered on SES profiles and organizational goals
  • Coordinated community outreach efforts (campaign strategy and planning)
  • Co-created strategic online communications in accordance with receptiveness and integrity standards
  • Analyzed external communications to ensure alignment with organizational values
  • Generated reports detailing campaign performance, customer engagement and engagement trends.
  • Collaborated with team members to help expand marketing channels
  • Created proposals and organized Wordpress content to support marketing efforts
  • Coordinated meetings between project members and clients to develop ideas, discuss progress and set goals.

Business Liability Claims Agent

Farmers Insurance Company
, CA
  • Examined reports, accounts and evidence to determine integrity and generability of pertinent information.
  • Interviewed policyholders to verify information and obtain additional details.
  • Followed up with customers on unresolved issues and policy concerns.
  • Checked level and type of coverage and evaluated contracts for completeness and accuracy.
  • Carried out administrative tasks by communicating with customers, distributing forms and uploading documents.
  • Reviewed outstanding requests and redirected workloads to complete projects on time.
  • Assured timely verification of insurance benefits prior to procedures or appointments.
  • Maintained confidentiality of client records and policy coverage.

Sales Associate Supervisor

Consolidated R&M
, CA
  • Used in-depth product knowledge to educate customers
  • Cross and up selling experience; identified and qualified customer needs
  • Built customer relationships; advised customers on purchasing considerations
  • Addressed customer inquiries, concerns, and questions thoroughly
  • Remained knowledgeable about current product offerings and store initiatives
  • Managed order cycle to enhance business development and maintain sustainability and customer satisfaction.
  • Organized promotional store events and interacted with community to increase sales volume.

Project Prototype Analyst I

HP
, CA
  • Accelerated simplified application and resource provisioning according to time-sensitive project cycles.
  • Proposed and implemented system enhancements to improve performance and reliability of storage environment.
  • Oversaw large portfolio of projects to support teams, report progress and influence positive outcomes for key stakeholders.
  • Led and assisted technical upgrade projects for clients by working and coordinating with consultants and developers for integrations.
  • Outlined work plans, determined resources, wrote timelines and generated initial budgets as part of project scope determination.
  • Developed short-term goals and long-term strategic plans to improve risk control and mitigation.

Web Applications Developer (Owner/Founder)

Advantage Auto Detailing
, CA
  • Maintained and established rapport with clientele.
  • Accommodated customer needs ensuring high levels of satisfaction.
  • Actively managed website and online community presence.
  • Regularly educated clients about services and processes.
  • Maintained responsible and trustworthy company image.
  • Leveraged social media platforms for online marketing efforts.
  • Implemented website maintenance, content management, updates and security resource tutorials to assist end-user education.
  • Designed, implemented and monitored web pages, plugins and functionality for continuous improvement.

Education

MBA - Business Administration And Management

University of California Davis
Davis, CA
2028

Master of Science - Industrial Organizational Psychology

University of Phoenix
2024

Bachelor of Science - Industrial-Organizational Psychology

Brandman University

Certificate - Digital Marketing (Business Innovation)

University of Illinois At Urbana-Champaign
Online

Certificate - Business Strategy

University of Virginia
Online

Certificate - Financial Planning And Services (10)

San Francisco State University
California

Bachelor of Arts - Psychology

University of California - Davis
Davis, CA

Skills

KOLBE MO: 4 - 6 - 8 - 3

Fact finder: Simplify

Follow through: Maintain

Quick start: Innovate

Implementor: Envision

Insightful

Resourceful

Stellar work ethic

Organized and methodical

Creative problem solver

Passion for innovation

Organizational strategy

Financial compliance

Business communications

Employee relations

Talent acquisition

Brand development

Market research

E-commerce

Social media

MS office suite

Invested passion, dedication, and focus to empower employee relations (talent), career satisfaction (morale), and organizational performance (status quo) These factors of involvement inspire keen personal interests to challenge workplace occupational capital in addition to disciplined facilitation of professional learning development across functional organizational equity of agile industry leaders Interested in talent development, software applications, hiring management (HR), training and development and product innovation

  • Web-Based Reporting Tools
  • Strategic Planning
  • Job Analysis
  • Programming Languages (Multi-Variate)
  • Entrepreneurship

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

Innovation distinguishes between a leader and a follower.
Steve Jobs

Timeline

Financial Advisor

New York Life Investments

Account Relationship Manager

Workday

Operations Specialist, Training & Development

TikTok

Talent Development Recruitment

Salesforce

Commercial Operations Manager

Bloom Energy

Clinical Director

Google

Staff Analyst

CalCareers

Business Operations Analyst

V3 Electric

Patient Care Coordinator

Kaiser Permanente

Buyer Associate

CarMax

Training & Development Assistant

IBM

Growth Marketing Specialist

Tesla

FINTECH E4

Aldila

Insurance Representative Business Claims

Liberty Mutual

Assistant Director of Communications

American Property Management

Customer Care Coordinator

Lennar

Corporate Intern (Career & Compliance Relations)

Pacific Office Automation

Talent Leadership & Neurodiverse [ABA Behaviorist]

Microsoft

Employee Labor Relations - Regulations Training

H&R Block

Financial Services Consultant

Wells Fargo Advisors

CEO / Founder

Carmor

Recruitment Specialist

Impark

Financial Advisor Representative

Ameriprise Financial

Client Advisor and Analyst

JVM Lending

HR Projects and Planning Coordinator / Analyst

Daimler

Client Services Representative

Canyon Lakes Golf Course & Brewery

Sales Operations Consultant

Golfsmith

Warehouse (Process Supervisor)

Dealer Tire

Marketing Intern

Peregrine School

Business Liability Claims Agent

Farmers Insurance Company

Sales Associate Supervisor

Consolidated R&M

Project Prototype Analyst I

HP

Web Applications Developer (Owner/Founder)

Advantage Auto Detailing

MBA - Business Administration And Management

University of California Davis

Master of Science - Industrial Organizational Psychology

University of Phoenix

Bachelor of Science - Industrial-Organizational Psychology

Brandman University

Certificate - Digital Marketing (Business Innovation)

University of Illinois At Urbana-Champaign

Certificate - Business Strategy

University of Virginia

Certificate - Financial Planning And Services (10)

San Francisco State University

Bachelor of Arts - Psychology

University of California - Davis

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Trevor Boretto